Results of New Fund Reviews
An investment fund is considered “new” from the date of its inception. Once the fund has registered with at least one of the data provider firms on the CIFSC, the fund is brought to the Committee’s monthly meeting for placement into the most appropriate category. The committee will estimate the most appropriate category based on the fund’s stated intentions (as described in the fund’s investment objective and strategy).
Select a year:
2015
Dec
Results of New Fund Reviews – Dec 17, 2015
| Fund: | La Capitale American Equity (Fiera Capital) |
| Category Placement: | U.S. Equity |
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| Fund: | La Capitale Global Equity (Fiera Capital) |
| Category Placement: | International Equity |
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| Fund: | La Capitale Global Fixed Income (CI Investments) |
| Category Placement: | Global Fixed Income |
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| Fund: | Laurus Enterprise Small Cap Fund |
| Category Placement: | Canadian Small/Mid Cap Equity |
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| Fund: | Manulife Asset Management Strategic Income Pooled |
| Category Placement: | Global Fixed Income |
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Nov
Results of New Fund Reviews – Nov 26, 2015
| Fund: | Aston Hill High Income Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BlackRock CDN LifePath 2055 Index Fund |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | BMO Global Business High Income Fund |
| Category Placement: | Global Equity |
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| Fund: | CI G5/20i 2035 Q4 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Bonavista Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | First Asset Core Canadian Equity Income ETF (CSY.A) |
| Category Placement: | Canadian Equity |
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| Fund: | IA Canadian Equity (QV) |
| Category Placement: | Canadian Equity |
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| Fund: | IA Canadian Equity All Cap (Triasima) |
| Category Placement: | Canadian Equity |
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| Fund: | IA Canadian Equity Q Growth (CC&L) |
| Category Placement: | Canadian Equity |
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| Fund: | IA Canadian Equity Value (PH&N) |
| Category Placement: | Canadian Equity |
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| Fund: | IA Core Plus Bond (PH&N) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | IA Emerging Markets (Aberdeen) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | IA Floating Rate Bank Loan (AlphaFixe) |
| Category Placement: | Floating Rate Loan |
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| Fund: | IA Global Direct Real Estate – Portfolios (UBS) |
| Category Placement: | Real Estate Equity |
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| Fund: | IA Global Equity (Mawer) |
| Category Placement: | Global Equity |
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| Fund: | Mackenzie Diversified Alternatives Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Manulife Global Healthcare Trust |
| Category Placement: | Sector Equity |
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| Fund: | NBI SmartBeta Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | NBI SmartBeta Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Philips, Hager & North Long Inflation-Linked Bond Fund |
| Category Placement: | Canadian Inflation Protected Fixed Income |
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| Fund: | Picton Mahoney Fortified Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | Picton Mahoney Fortified Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Picton Mahoney Fortified Multi Asset Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Primerica Cash Management Fund |
| Category Placement: | Canadian Money Market |
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| Fund: | RBC Conservative Growth & Income GIF |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Sprott Focused Global Balanced Class |
| Category Placement: | Tactical Balanced |
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| Fund: | Sprott Focused Global Dividend Class |
| Category Placement: | Global Equity |
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| Fund: | Sprott Focused U.S. Balanced Class |
| Category Placement: | Tactical Balanced |
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| Fund: | Sprott Focused U.S. Dividend Class |
| Category Placement: | U.S. Equity |
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| Fund: | TD Private U.S. Corporate Bond Fund |
| Category Placement: | Global Fixed Income |
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Oct
Results of New Fund Reviews – Oct 22, 2015
| Fund: | Brandes Canada Emerging Markets Equity Unit Trust |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Brandes Corporate Focus Fixed Income Trust |
| Category Placement: | Global Fixed Income |
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| Fund: | CI G5/20 2040 Q4 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | CI G5/20i 2035 Q4 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Canada Life Core Bond (Portico) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Canada Life Emerging Markets (Mackenzie) |
| Category Placement: | Emerging Markets Equity |
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| Fund: | Canada Life Unconstrained Fixed Income (Mackenzie) |
| Category Placement: | Alternative Strategies |
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| Fund: | DFS AlphaFixe Enhanced Fixed Income |
| Category Placement: | Canadian Fixed Income |
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| Fund: | DFS Canso Corporate Bond |
| Category Placement: | Canadian Fixed Income |
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| Fund: | DFS Mawer International Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | DFS QV Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Excel Billionaire Leaders Fund |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Dividend Investment Trust |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Fidelity North American Equity Investment Trust |
| Category Placement: | North American Equity |
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| Fund: | Globalanced Dividend Growers Corp |
| Category Placement: | Miscellaneous – Undisclosed Holdings |
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| Fund: | Great-West Life Dividend (Laketon) |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Great-West Life Unconstrained Fixed Income (Mackenzie) |
| Category Placement: | Alternative Strategies |
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| Fund: | HSBC Global Corporate Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | HSBC Global Equity Volatility Focused Fund |
| Category Placement: | Global Equity |
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| Fund: | HSBC Global Real Estate Equity Pooled Fund |
| Category Placement: | Real Estate Equity |
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| Fund: | London Life BlackRock LifePath 2055 Fund |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | London Life Canadian Value Fund (FGP) |
| Category Placement: | Canadian Equity |
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| Fund: | London Life Unconstrained Fixed Income (Mackenzie) |
| Category Placement: | Alternative Strategies |
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| Fund: | PIMCO Balanced Income Fund (Canada) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Purpose Tactical Investment Grade Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Questrade Fixed Income Core Plus ETF (QCP) |
| Category Placement: | Global Fixed Income |
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| Fund: | Questrade Global Total Equity ETF (QGE) |
| Category Placement: | Global Equity |
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| Fund: | Scotia Private Options Income Pool |
| Category Placement: | Alternative Strategies |
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| Fund: | Sprott Enhanced U.S. Equity Class |
| Category Placement: | U.S. Equity |
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Sep
Results of New Fund Reviews – Sep 24, 2015
| Fund: | AGF Flex Asset Allocation Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Aston Hill Global Resource Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Aston Hill Millennium Fund |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | BMO European High Dividend Covered Call Hedged to CAD ETF (ZWE) |
| Category Placement: | European Equity |
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| Fund: | BMO International Dividend Hedged to CAD ETF (ZDH) |
| Category Placement: | International Equity |
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| Fund: | BMO Low Volatility International Equity ETF (ZLI) |
| Category Placement: | International Equity |
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| Fund: | BMO U.S. Put Write ETF (ZPW) |
| Category Placement: | Alternative Strategies |
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| Fund: | Brandes Global Equity Class |
| Category Placement: | Global Equity |
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| Fund: | Connected Wealth Core Income Class |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | Crystal Enlightened Bullion Fund |
| Category Placement: | Commodity |
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| Fund: | DFA Global Targeted Credit Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Dynamic Global All Terrain Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | Dynamic Global Infrastructure Class |
| Category Placement: | Global Equity |
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| Fund: | First Asset Canbanc Income ETF (CIC) |
| Category Placement: | Financial Services Equity |
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| Fund: | Formula Growth Mutual Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Franklin Mutual European Fund |
| Category Placement: | European Equity |
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| Fund: | Gateway Low Volatility U.S. Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Greystone Canadian Equity Income & Growth Class |
| Category Placement: | Canadian Dividend & Income Equity |
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| Fund: | iShares FactorSelect MSCI Canada Index ETF (XFC) |
| Category Placement: | Canadian Equity |
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| Fund: | iShares FactorSelect MSCI EAFE Index ETF (XFI) |
| Category Placement: | International Equity |
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| Fund: | iShares FactorSelect MSCI EAFE Index ETF Hedged to CAD (XFF) |
| Category Placement: | International Equity |
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| Fund: | iShares FactorSelect MSCI USA Index ETF (XFS) |
| Category Placement: | U.S. Equity |
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| Fund: | iShares FactorSelect MSCI USA Index ETF Hedged to CAD (XFA) |
| Category Placement: | U.S. Equity |
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| Fund: | Lazard Global Low Volatility Fund |
| Category Placement: | Global Equity |
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| Fund: | LDIC North American Small Business Fund (Corporate Class) |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
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| Fund: | Lombard Odier Opus Balanced Pooled Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Loomis Sayles Strategic Monthly Income Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Lysander-Slater Preferred Share Dividend Fund |
| Category Placement: | Preferred Share Fixed Income |
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| Fund: | Oakmark International Natixis Tax Managed Fund |
| Category Placement: | International Equity |
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| Fund: | Oakmark Natixis Tax Managed Fund |
| Category Placement: | U.S. Equity |
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| Fund: | PIMCO Investment Grade Credit Fund (Canada) |
| Category Placement: | Global Fixed Income |
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| Fund: | RBC U.S. Small-Cap Value Equity Fund |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Sionna Canadian Equity Private Pool |
| Category Placement: | Canadian Equity |
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| Fund: | Vanguard FTSE Developed All Cap ex North America Index ETF (VIU) |
| Category Placement: | International Equity |
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Aug
Results of New Fund Reviews – Aug 27, 2015
| Fund: | Bloom Burton Healthcare Lending Trust |
| Category Placement: | Alternative Strategies |
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| Fund: | BMO Retirement Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | BMO Retirement Conservative Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BMO Retirement Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | BMO Risk Reduction Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | BMO Risk Reduction Fixed Income Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Capital Group Global Balanced Fund (Canada) |
| Category Placement: | Global Neutral Balanced |
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| Fund: | CI U.S. Income US$ Pool |
| Category Placement: | U.S. Equity |
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| Fund: | Crystal High Yield Mortgage Strategy |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | Crystal Wealth Retirement ONE Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | EHP Select Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Horizons Active Canadian Municipal Bond ETF (HMP) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Horizons Managed Global Opportunities ETF (HGM) |
| Category Placement: | Tactical Balanced |
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| Fund: | Horizons Managed Multi-Asset Momentum ETF (HMA) |
| Category Placement: | Tactical Balanced |
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| Fund: | Investment Grade Managed Duration Income Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Investors Low Volatility Canadian Equity Fund |
| Category Placement: | Canadian Equity |
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| Fund: | Investors Low Volatility Global Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | iShares Conservative Short Term Strategic Fixed Income ETF (XSC) |
| Category Placement: | Global Fixed Income |
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| Fund: | iShares Conservative Strategic Fixed Income ETF (XSE) |
| Category Placement: | Global Fixed Income |
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| Fund: | iShares S&P U.S. Mid-Cap Index ETF (XMC) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | London Life SRI Bond (Portico) |
| Category Placement: | Canadian Fixed Income |
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| Fund: | London Life SRI Global Equity (Setanta) |
| Category Placement: | Global Equity |
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| Fund: | Maestro Balanced Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Maestro Growth Focused Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Maestro Income Balanced Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Manulife Canadian Growth & Income Private Segregated Pool |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife Canadian Growth and Income Private Trust |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife Monthly Income GIF |
| Category Placement: | Canadian Equity Balanced |
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| Fund: | Manulife Strategic Dividend Bundle |
| Category Placement: | Global Neutral Balanced |
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| Fund: | MFS Canadian Core Plus Fixed Income Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Niagara Access Alpha Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | PCJ Absolute Return Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | PH&N Corporate Bond Trust |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Quadrus Mackenzie Floating Rate Income Fund |
| Category Placement: | Floating Rate Loan |
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| Fund: | Signature Real Estate Pool |
| Category Placement: | Real Estate Equity |
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| Fund: | Sun Life Dynamic Energy Fund |
| Category Placement: | Energy Equity |
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| Fund: | TD Global Risk Managed Equity Fund |
| Category Placement: | Global Equity |
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| Fund: | TD U.S. Risk Managed Equity Fund |
| Category Placement: | U.S. Equity |
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| Fund: | TD US$ Retirement Portfolio |
| Category Placement: | Global Neutral Balanced |
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| Fund: | YTM Capital Credit Opportunities Fund |
| Category Placement: | Alternative Strategies |
Jul
Results of New Fund Reviews – Jul 23, 2015
| Fund: | ASTRA Guardian Conservative Monthly Income |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | ASTRA Guardian Monthly Income |
| Category Placement: | Global Equity Balanced |
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| Fund: | CI G5/20 2050 Q3 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | CI G5/20i 2035 Q3 Fund |
| Category Placement: | Tactical Balanced |
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| Fund: | First Asset Canadian REIT ETF (RIT) |
| Category Placement: | Real Estate Equity |
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| Fund: | First Asset Core U.S. Equity ETF (CES) |
| Category Placement: | U.S. Equty |
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| Fund: | First Trust Tactical Bond Index ETF (FTB) |
| Category Placement: | Global Fixed Income |
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| Fund: | Front Street MLP Balanced Income Class |
| Category Placement: | Global Neutral Balanced |
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| Fund: | National Bank Strategic U.S. Income and Growth Fund |
| Category Placement: | Global Neutral Balanced |
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| Fund: | SSGA Canadian Long Term Government Bond Index Fund |
| Category Placement: | Canadian Long Term Fixed Income |
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| Fund: | Templeton Global Bond Institutional Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Timbercreek Four Quadrant Global Real Estate Partners LP |
| Category Placement: | Real Estate Equity |
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| Fund: | Timbercreek Global Real Estate Income Fund |
| Category Placement: | Real Estate Equity |
Jun
Results of New Fund Reviews – Jun 25, 2015
| Fund: | Aston Hill Canadian Total Return Cl |
| Category Placement: | Canadian Focused Equity |
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| Fund: | Canoe Energy Alpha Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | CGOV Short Term Fixed Income Fund |
| Category Placement: | Canadian Short Term Fixed Income |
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| Fund: | CI Signature Core Bond Plus |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Desjardins SocieTerra Canadian Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Franklin Bissett Monthly Income and Growth |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Global Real Estate Dividend Growers |
| Category Placement: | Real Estate Equity |
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| Fund: | Guardian Managed Income & Growth Portfolio |
| Category Placement: | Global Equity Balanced |
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| Fund: | Guardian Managed Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Guardian Managed Yield Portfolio |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | IA Ecoflextra Classic Fidelity American High Yield Currency Neutral |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Investors Canadian Money Market Fund Premium |
| Category Placement: | Canadian Money Market |
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| Fund: | Leith Wheeler High Yield Bond |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Lysander U.S. Credit Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Mawer Global Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | Middlefield Global Healthcare Dividend |
| Category Placement: | Global Equity |
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| Fund: | Pier 21 International Growth & Value Pl |
| Category Placement: | Global Equity |
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| Fund: | Purpose Energy Credit Opportunities Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Redwood Global Macro Class |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Redwood Global Total Return |
| Category Placement: | Global Fixed Income |
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| Fund: | Sentry Alternative Asset Income Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Sentry Global Mid Cap Income Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Sentry Income Advantage Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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| Fund: | Sprott Credit Income Opportunities Fund |
| Category Placement: | Alternative Strategies |
May
Results of New Fund Reviews – May 28, 2015
| Fund: | Auspice Canadian Crude Oil Index ETF (CCX) |
| Category Placement: | Commodity |
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| Fund: | Auspice Canadian Natural Gas Index ETF (GAS) |
| Category Placement: | Commodity |
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| Fund: | Bissett Canadian Core Bond Trust |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Cambridge Bond Fund |
| Category Placement: | Canadian Fixed Income |
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| Fund: | Fidelity American Balanced Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Fidelity Conservative Income Fund |
| Category Placement: | Global Fixed Income Balanced |
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| Fund: | Fidelity Global Intrinsic Value Class |
| Category Placement: | Global Equity |
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| Fund: | Fidelity Strategic Income Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | GWL Picton Mahoney Canadian Equity |
| Category Placement: | Canadian Equity |
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| Fund: | Mackenzie Global Tactical Investment Grade Bond |
| Category Placement: | Global Fixed income |
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| Fund: | Mackenzie USD Convertible Securities Fund |
| Category Placement: | High Yield Fixed Income |
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| Fund: | Mackenzie USD Global Strategic Income |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Mackenzie USD Global Tactical Bond |
| Category Placement: | Global Fixed Income |
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| Fund: | Mackenzie USD Ultra Short Duration Income |
| Category Placement: | Miscellaneous – Income and Real Property |
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| Fund: | Manulife Rt+Str Investment Grade Global Bond |
| Category Placement: | Global Fixed Income |
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| Fund: | Manulife Str Investment Grade Global Bond GIF |
| Category Placement: | Global Fixed Income |
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| Fund: | Manulife U.S. Balanced Value Private Segregated Pool |
| Category Placement: | Global Neutral Balanced |
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| Fund: | Norrep Canadian Enhanced Equity Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Norrep Enhanced Credit Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | PCI Absolute Return Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Portland Value Fund |
| Category Placement: | Global Equity |
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| Fund: | PowerShares FTSE RAFI Global Small-Mid FUndamental ETF (PZW) |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | PowerShares Global Shareholder Yield ETF (PSY) |
| Category Placement: | Global Equity |
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| Fund: | PowerShares Low Volatility Portfolio ETF (PLV) |
| Category Placement: | Global Equity Balanced |
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| Fund: | Purpose International Dividend Fund |
| Category Placement: | International Equity |
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| Fund: | Purpose International Tactical Hedged Equity Fund |
| Category Placement: | Alternative Stategies |
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| Fund: | RBC Quant Canadian Equity Leaders ETF (RCE) |
| Category Placement: | Canadian Equity |
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| Fund: | RBC Quant EAFE Equity Leaders ETF (RIE.U) |
| Category Placement: | International Equity |
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| Fund: | RBC Quant U.S. Equity Leaders ETF (RUE.U) |
| Category Placement: | U.S. Equity |
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| Fund: | Sentry Alternative Asset Income Fund |
| Category Placement: | Global Equity Balanced |
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| Fund: | Sentry Global Mid Cap Income Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Sentry Income Advantage Fund |
| Category Placement: | Canadian Fixed Income Balanced |
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|
| Fund: | Sun GIF Solutions Daily Interest Fund Estate |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sun GIF Solutions Daily Interest Fund Estate |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sun GIF Solutions Dollar Cost Average Daily Interest Estate |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sun GIF Solutions Estate Settlement Estate |
| Category Placement: | Miscellaneous – Income and Real Property |
|
|
|
| Fund: | Sun GIF Solutions Strategic Income Fund Income |
| Category Placement: | Miscellaneous – Income and Real Property |
Apr
Results of New Fund Reviews – Apr 23, 2015
| Fund: | Aston Hill Opportunities Fund Prescribe |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BMO Global Equity Fund |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | BMO Growth Opportunities Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BMO Tactical Balanced ETF Fund |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | BMO Tactical Global Equity ETF Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Front Street Energy Opportunities Fund |
| Category Placement: | Energy Equity |
|
|
|
| Fund: | Horizons US 7-10 Year Treasury Bond ETF C$ (HTB) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | PowerShares FTSE RAFI Canadian SmallMid Fundamental Index ETF (PZC) |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | PowerShares FTSE RAFI Global+ Fundamental Index ETF (PXG) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | PowerSHares FTSE RAFI U.S. Fundamental Index ETF (PXS) |
| Category Placement: | U.S. Equity |
Mar
Results of New Fund Reviews – Mar 26, 2015
| Fund: | Aston Hill Corporate Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Aston Hill U.S. Growth Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Aston Hill Voya Floating Rate Income Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | BGIM Canada Global Opportunistic F/I |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Celernus Equity Neutral Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Dynamic Conservative Yield Private Pool |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Dynamic International Dividend Private Poll |
| Category Placement: | International Equity |
|
|
|
| Fund: | Dynamic North American Dividend Private Pool |
| Category Placement: | North American Equity |
|
|
|
| Fund: | Dynamic Tactical Bond Private Pool |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Exemplar Growth and Income Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | Guardian Aurora Emerging Markets Equity |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | Guardian Equity Income Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Guardian Fundamental Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Investment Grade Infrastructure Bond Fund (IFB.UN) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | LL Floating Rate (Mackenzie) |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | LL Global Dividend (Setanta) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | LL U.S. Dividend (GWLIM) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | LL U.S. Low Volatility (Putnam) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | LL U.S. Value (Putnam) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Portland Private Growth Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Sprott 2015 Flow-Through Limited Partnership |
| Category Placement: | Natural Resources Equity |
|
|
|
| Fund: | Stephenson & Company N.A. Opportunity Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Sun Life Franklin Bissett Canadian Equity Class |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Sun Life Sionna Can Small Cap Eq Cl A |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | Sun Life Trimark Canadian Class |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | U.S. Dividend Growers Income Corp |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Yorkville American QVR Enhanced Class A |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Yorkville Canadian QVR Enhanced Class A |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Yorkville Enhanced Protection Class A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Yorkville Global Opportunities Class A |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Yorkville Optimal Return Bond Class A |
| Category Placement: | Global Fixed Income |
|
|
|
Feb
Results of New Fund Reviews – Feb 25, 2015
| Fund: | Allegro Income Balanced Port Class |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | Aston Hill Advantage Bond Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | BlackRock Active Canadian Equity Small Cap |
| Category Placement: | Canadian Small/Mid Cap Equity |
|
|
|
| Fund: | BlackRock Alha Tilts B |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock AlphaCredit High Yield |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | BlackRock AlphaCredit Investment Grade |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BlackRock Canada All Government Bond Index |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BlackRock Canada Alpha Advantage |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BlackRock Canada ex-BBB Universe Bond Index |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BlackRock Canada Long Government Bond Index |
| Category Placement: | Canadian Long Term Fixed Inc |
|
|
|
| Fund: | BlackRock Canada Market Neutral |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BlackRock Canada Universe Bond Index |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | BlackRock CDN ACWI index Cl A |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BlackRock CDN ACWI Tilts Cl A1 |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BlackRock CDN Emerging Markets Index |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | BlackRock CDN Glo Equity Focus |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BlackRock CDN Glo Market Selection |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BlackRock CDN LifePath Index Retirement |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | BlackRock CDN MSCI Canada IMI Index |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | BlackRock CDN MSCI EAFE Index Hedged |
| Category Placement: | International Equity |
|
|
|
| Fund: | BlackRock CDN MSCI EAFE Index Plus |
| Category Placement: | International Equity |
|
|
|
| Fund: | BlackRock CDN Russell 3000 Index Non-Taxable |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | BlackRock CDN Short Term Index |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | BlackRock CDN US Alpha Tilts Non-Taxable |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock CDN US Equity Index |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock CoreActive Bond |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BlackRock CorePlus Bond |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BlackRock EAFE Equity Index |
| Category Placement: | International Equity |
|
|
|
| Fund: | BlackRock Emerging Markets Opportunities |
| Category Placement: | Emerging Markets Equity |
|
|
|
| Fund: | BlackRock Equity Index |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock Extended Equity Market |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock Glo Ex-US Alpha Tilts |
| Category Placement: | International Equity |
|
|
|
| Fund: | BlackRock Glo Ex-US Superfund |
| Category Placement: | International Equity |
|
|
|
| Fund: | BlackRock Glo Market Neutral |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | BlackRock International Alpha Tilts |
| Category Placement: | International Equity |
|
|
|
| Fund: | BlackRock MidCap Index |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | BlackRock MSCI World Index |
| Category Placement: | Global Equity |
|
|
|
| Fund: | BlackRock Russell 1000 Alpha Tilts |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock Russell 1000 Index |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock Russell 2000 Alpha Tilts |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | BlackRock Russell 2000 Index |
| Category Placement: | U.S. Small/Mid Cap Equity |
|
|
|
| Fund: | BlackRock Russell 3000 Alpha Tilts |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock Russell 3000 Index |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | BlackRock US Debt Index |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | BlackRock US Equity Market |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | CC&L Q Core Canadian Equity Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | CI Cambridge US Dividend Registered A |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | CI Investment Grade Bond Fund A |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Davis-Rea Equity Class |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Desjardins Melodia Aggressive Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Desjardins Melodia Balanced Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Desjardins Melodia Conservative Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Desjardins Melodia Diversified Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Desjardins Melodia Diversified Income Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Desjardins Melodia Moderate Growth Portfolio |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Desjardins Melodia Moderate Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Desjardins Melodia Very Conservative Income Portfolio |
| Category Placement: | Global Fixed Income Balanced |
|
|
|
| Fund: | Desjardins Diapason Maximum Growth Portfolio |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | EHP Advantage Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | First Asset Active Utility & Infrastructure ETF (FAI.A) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | First Asset Energy Giants Covered Call ETF (NXF) |
| Category Placement: | Energy Equity |
|
|
|
| Fund: | Greystone Mortgage Fund |
| Category Placement: | Miscellaneous – Income & Real Property |
|
|
|
| Fund: | Guardian Balanced Income Fund |
| Category Placement: | Global Equity Balanced |
|
|
|
| Fund: | Guardian Growth & Income Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Guardian Strategic Income Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Horizons Active US Dividend ETF (HAU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | iShares Core MSCI ACWI ex Cda Index ETF (XAW) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | iShares Core MSCI EAFE IMI Index ETF C$ Hgd (XFH) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | iShares Core S&P U.S. Total Market Index ETF (XUU) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | iShares US High Dividend Equity |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | LL Continuum Aggressive 2015 (PSG) |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Aggressive 2020 (PSG) |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Aggressive 2025 (PSG) |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Aggressive 2030 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Aggressive 2035 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Aggressive 2040 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Aggressive 2045 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Aggressive 2050 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Aggressive 2055 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2015 (PSG) |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2020 (PSG) |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2025 (PSG) |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2030 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2035 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2040 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2045 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2050 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Continuum Conservative 2055 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2015 (PSG) |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2020 (PSG) |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2025 (PSG) |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2030 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2035 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2040 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2045 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2050 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Aggressive 2055 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2015 (PSG) |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2020 (PSG) |
| Category Placement: | 2020 Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2025 (PSG) |
| Category Placement: | 2025 Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2030 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2035 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2040 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2045 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2050 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | LL Harmonized Conservative 2055 (PSG) |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Manulife Strategic Investment Grade Global Bond Fund |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Manulife U.S. Balanced Value Private Trust |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | Manulife U.S. Dollar Strategic Income Fund |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | MLI Canadian Real Estate |
| Category Placement: | Real Estate Equity |
|
|
|
| Fund: | MLI Mortgage Fund (MAM) |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | NewGen Trading Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | PH&N Conservative Equity Income |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | Portland Advantage Plus – Logan Fund |
| Category Placement: | Alternative Strategies |
|
|
|
| Fund: | Scheer Rowlett Bond |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | Scheer Rowlett Money Market |
| Category Placement: | Canadian Money Market |
|
|
|
| Fund: | Scheer Rowlett Short Term Bond |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | Scheer Rowlett U.S. Equity |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | Sprott Bridging Income Fund LP |
| Category Placement: | Alternative Strategies |
Jan
Results of New Fund Reviews – Jan 29, 2015
| Fund: | ACM Growth Fund |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | ACM Income Fund |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Allegro Income Balanced Portfolio |
| Category Placement: | Canadian Fixed Income Balanced |
|
|
|
| Fund: | Antares Value Pool Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Barometer Disciplined Leadership Balanced |
| Category Placement: | Global Neutral Balanced |
|
|
|
| Fund: | BlueBay Canadian Institutional Global High Yield Bond |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | CAN Global Dividend (Setanta) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | CAN International Equity (Putnam) |
| Category Placement: | International Equity |
|
|
|
| Fund: | CAN Monthly Income (LC) |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | CAN U.S. Low Volatility (Putnam) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | CI Investment Grade Bond Fund |
| Category Placement: | Canadian Fixed Income |
|
|
|
| Fund: | CI LifeCycle 2015 Portfolio |
| Category Placement: | 2015 Target Date Portfolio |
|
|
|
| Fund: | CI LifeCycle 2050 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | GWB Core Equity |
| Category Placement: | Canadian Focused Equity |
|
|
|
| Fund: | GWB Core Fixed Income |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | Desjardins Global Equity Growth Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Desjardins iBrix Canadian Equity Focus |
| Category Placement: | Canadian Focus Equity |
|
|
|
| Fund: | Desjardins iBrix Canadian High Dividend Equity Fund |
| Category Placement: | Canadian Dividend & Income Equity |
|
|
|
| Fund: | Desjardins iBrix Global Equity Focus Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Desjardins iBrix Low Volatility Global Equity Fund |
| Category Placement: | Global Equity |
|
|
|
| Fund: | Europe Blue-Chip Dividend & Growth |
| Category Placement: | European Equity |
|
|
|
| Fund: | FDP Global Dividend Equity Private Portfolio |
| Category Placement: | Global Equity |
|
|
|
| Fund: | FDP Global Small Cap Equity Private Portfolio |
| Category Placement: | Global Small/Mid Cap Equity |
|
|
|
| Fund: | FDP Tactical Asset Allocation Private Portfolio |
| Category Placement: | Tactical Balanced |
|
|
|
| Fund: | Fidelity ClearPath 2055 Portfolio |
| Category Placement: | 2025+ Target Date Portfolio |
|
|
|
| Fund: | Fidelity International Equity Investment Trust |
| Category Placement: | International Equity |
|
|
|
| Fund: | First Asset Active Credit ETF (FAO) |
| Category Placement: | Global Fixed Income |
|
|
|
| Fund: | First Asset Core Balanced ETF (CBB) |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | First Asset Core Canadian Equity ETF (CED) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | First Asset Core US Equity ETF (CES) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | GWL Global Dividend (Setanta) 75/75 |
| Category Placement: | Global Equity |
|
|
|
| Fund: | GWL Monthly Inc (LC) |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | GWL U.S. Low Volatility (Putnam) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | GWL U.S. Value (Putnam) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | High Rock Canadian High Yield Bond |
| Category Placement: | High Yield Fixed Income |
|
|
|
| Fund: | Horizons Canadian Insider Index ETF (HII) |
| Category Placement: | Canadian Equity |
|
|
|
| Fund: | IA Clarington Growth & Income Fund |
| Category Placement: | Canadian Equity Balanced |
|
|
|
| Fund: | IA Clarington North American Opportunities |
| Category Placement: | Canadian Focused Small/Mid Cap Equity |
|
|
|
| Fund: | Investors U.S. Dividend Registered Fund |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | iShares Short Term Strategic Fixed Inc ETF (XSI) |
| Category Placement: | Canadian Short Term Fixed Income |
|
|
|
| Fund: | LON Global Dividend (Setanta) |
| Category Placement: | Global Equity |
|
|
|
| Fund: | LON Monthly Income (LC) |
| Category Placement: | Canadian Neutral Balanced |
|
|
|
| Fund: | LON U.S. Low Volatility (Putnam) |
| Category Placement: | U.S. Equity |
|
|
|
| Fund: | LON U.S. Value (LC) |
| Category Placement: | U.S. Equity |
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| Fund: | Questrade Russell EW US Tech Index ETF (QRT) |
| Category Placement: | Sector Equity |
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| Fund: | Questrade Russell US Midcap Growth Index ETF (QMG) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Questrade Russell US Midcap Value Index ETF (QMV) |
| Category Placement: | U.S. Small/Mid Cap Equity |
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| Fund: | Rivemost Absolute Return Fund |
| Category Placement: | Alternative Strategies |
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| Fund: | Sun Life Dynamic American Value Fund |
| Category Placement: | U.S. Equity |
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| Fund: | Sun Life Sentry Conservative Balanced Fund |
| Category Placement: | Canadian Neutral Balanced |
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| Fund: | Sun Life Sentry Global Mid Cap Fund |
| Category Placement: | Global Small/Mid Cap Equity |
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| Fund: | Sun Life Sentry Infrastructure Fund |
| Category Placement: | Global Equity |
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| Fund: | Sun Life Templeton Global Bond Fund |
| Category Placement: | Global Fixed Income |
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| Fund: | TD Emerald 2020 Retirement Target Date |
| Category Placement: | 2020 Target Date Portfolio |
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| Fund: | TD Emerald 2030 Retirement Target Date |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | TD Emerald 2040 Retirement Target Date |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | TD Emerald 2050 Retirement Target Date |
| Category Placement: | 2025+ Target Date Portfolio |
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| Fund: | TD Emerald Low Volatility All World Equity Pool |
| Category Placement: | Global Equity |
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| Fund: | Tera High Income Fund |
| Category Placement: | Alternative Strategies |
